Andrew Terry CPA @aterrycpa74
Somewhere in the middle and that's just fine Arizona, USA Joined April 2022-
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Following297
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I have a great small town practice but feel like I could move anywhere to be closer to my oldest two kids when they graduate college and essentially start over. Where should we go?
I need some help with bonus etiquette. Is it customary to thank your employer for an unexpected bonus?
Looking for ideas for a 25 anniversary trip in June. My wife doesn’t want a 12+ hour flight. Any ideas #TaxTwitter?
Things are really looking up for me. Gwyneth Paltrow asked me to do her taxes yesterday and I received 2024-Benefits/Payroll Increasement forms today. You all should check you email more often.
For those who don’t think Social Security is important, I’ve observed an overwhelming majority of my clients place their 1099-SSA forms on top of their stack of tax documents. It’s top of mind for retirees across income levels.
I had lunch in the sun today. Good for the soul!
Who can make the worst 1099 package? RBC - We got You! Pure rubbish #TaxTwitter
Note to self, be sure your Lacerte tax software is updated to the latest version before ripping asses at Intuit. #TaxTwitter #humblepie
Somehow my first tax prep engagement for a Xero client wasn’t until 2024!
So I started dictating to my computer through my WebCam today. I feel extremely foolish for not doing this sooner. It’s Life changing! 10/10 highly recommend!
Has anyone dealt with an escheated IRA and a waiver of the 60 day rule under Rev. Proc. 2020-46 and 2016-47? #TaxTwitter
$11 saved my mental health this afternoon! Replaced the insanely loud processor fan on my workstation.
Okay I’ll say it, I think I like QBO better than Desktop for tax prep (If the books are clean).
Received an alarming email regarding CoPilot from TaxSpeaker today. Is Microsoft really collecting data from all Office apps?
Should I be concerned that my QBO support case includes the word Culo? Have I been identified as an asshole? #TaxTwitter
Brian Streig, CPA @cbriancpa
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@meetmikehiggins I’m glad you had a good experience, I did this for my family 2 years ago and nothing got covered. It was a job by itself to navigate and make calls.
Every time I have a tax return with optional method social security or adoption credit it’s a guaranteed letter from IRS and an argument to get fixed.
21 years without drinking for me today I hit my lifetime limit at a young age and wouldn’t have my career or family if I hadn’t quit I’m glad to share my experience with anyone who thinks they may need to quit
Best sleep in long time. Even the kitties snuggled in.
@JStaatsCPA We aren’t in the movie stage yet. Attention span isn’t that long. But shows? Gotta be Bluey (I want to be Bandit)
@aterrycpa74 I’d say absolutely. You are probably more likely to get a bonus in the future as well!
@aterrycpa74 Yeah. It'll be appreciated by them. Expressing gratitude is never wrong my friend.
@aterrycpa74 If I gave an employee a bonus and they didn't say thank you, I would assume they weren't raised to do that sort of thing. I would probably file it under things I would cover under professional development. If the person is customer facing, are they normal polite?
@aterrycpa74 I’ve only had one that didn’t. It was really a part of a bigger attitude problem that I got worked out. Now all of mine do!☺️ They know I’d give them the moon if I could.
Bear in mind I’m sick (it’s really not so bad) but being sick makes me sappy so… I want to let you know I am so thankful for our community. It makes my heart happy to see people meeting each other, helping each other, becoming friends outside of this virtual world. Anyway,…
@wealthandlaw @AtlantaTax Will you hook up with @EarmarkCPE so we can listen on different platforms and maybe get credit for learning new stuff?
At the insistence of @AtlantaTax, I’ll be recording a series of podcast episodes on some of the alphabet soup trusts that will be very important as we creep toward an estate tax cliff on 1/1/2026 IDGT ILIT SLAT QPRT QTIP RPMT I just did CRT/CLT here podcasts.apple.com/us/podcast/wea…
@aterrycpa74 You’re never wrong being early, overdressed, or saying thank you.
@aterrycpa74 Hell yes. A little gratitude always goes along way.
@aterrycpa74 Absolutely. Otherwise I wonder if they even noticed it.
@aterrycpa74 My kids keep telling me I can’t move because they want a place when they are older to “bring the grandchildren and come home to.” But I keep telling them just to build me a (very nice) suite wherever they are and we will all already be home!